CAM

Creekmur Asset Management Portfolio holdings

AUM $603M
1-Year Est. Return 20.86%
This Quarter Est. Return
1 Year Est. Return
+20.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$2.91M
3
+$489K
4
PG icon
Procter & Gamble
PG
+$388K
5
META icon
Meta Platforms (Facebook)
META
+$186K

Top Sells

1
+$7.61M
2
+$7.23M
3
+$3.49M
4
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$3.34M
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$3.18M

Sector Composition

1 Technology 9.73%
2 Industrials 4.54%
3 Energy 2.66%
4 Consumer Discretionary 1.93%
5 Financials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$14.6K 0.01%
2,449
-13,490
427
$14.5K 0.01%
346
+2
428
$14.5K 0.01%
100
429
$14.3K ﹤0.01%
+57
430
$14.2K ﹤0.01%
295
-28
431
$14.2K ﹤0.01%
657
+11
432
$14.1K ﹤0.01%
700
+16
433
$14K ﹤0.01%
+746
434
$13.9K ﹤0.01%
24
+13
435
$13.9K ﹤0.01%
318
-1,337
436
$13.7K ﹤0.01%
112
437
$13.7K ﹤0.01%
839
438
$13.6K ﹤0.01%
130
-11
439
$13.6K ﹤0.01%
79
440
$13.5K ﹤0.01%
740
441
$13.4K ﹤0.01%
11,328
-34,667
442
$13.4K ﹤0.01%
32
-11
443
$13.3K ﹤0.01%
523
-100
444
$13.2K ﹤0.01%
37
+2
445
$13.2K ﹤0.01%
303
+53
446
$13.1K ﹤0.01%
330
447
$13.1K ﹤0.01%
397
-603
448
$13K ﹤0.01%
+180
449
$12.9K ﹤0.01%
649
450
$12.8K ﹤0.01%
175
+25
16 17
18
19 20